VANTAGE 2020 PREVIEW
Evaluate provides trusted commercial intelligence for the healthcare industry. Below
are highlights from their Vantage 2020 Preview of the biopharma sector.
Vantage Editor Lisa Urquhart (r.) interviews report author Amy Brown about the key
themes from the Vantage 2020 Preview.
Vantage 2020 Preview, © Evaluate Ltd. To see the full report, go here.
BIOPHARMA IS BRACED FOR
A ROCKY RIDE IN 2020
• Rhetoric around drug pricing is
only going to increase as the US
presidential election gets closer,
keeping a sector already unpopular
with voters under the spotlight
• The IPO window is not expected
to completely close in 2020, but
equity investors are probably not
going to be as receptive as in 2019.
Venture investors too could adopt
a more prudent stance towards financings, particularly if it starts to
look like their own funds will need
to last longer.
• The unpredictability of stock
markets and other macro-econom-
ic issues mean it is hard to predict
how the financial health of the
sector might change. Events from
outside the sector can quickly shift
sentiment towards the high-risk
drug development industry
• This report pinpoints the sector’s
biggest sales growth drivers next
year, and highlights the companies
that are capturing that growth.
Certain mechanisms of action are
projected to add billions of dollars
in extra revenues in 2020, while
there are surprisingly few brakes